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Periodic and YTD periods in same report

Posted on by 275

I want to include Revenue and balance sheet accounts in the same report. I the column definition I can choose either Periodic or YTD in the periods covered row so either revenue or balance sheets appear correctly, but one of them is always wrong. Is there a workaround?

I want a report to show me revenue, costs, assets and liabilities, by month, in a single report. Is this possible?

Thanks,

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  • Greg Byer Profile Picture
    Greg Byer 2,586 on at
    RE: Periodic and YTD periods in same report

    Hi Tom,

    You should be able to have both revenue and balance sheet accounts in the same report and get the correct data for the month.  Without seeing the report definition, it's difficult to say what could be wrong.  Do get the correct amount if you have one report with just revenue accounts and another report with just balance sheet accounts?  Can you add a periodic and YTD to each and get the correct amounts?  

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